Form 5500 · Employee benefit plan · DUBLIN, OH
FIRST EQUITY HOLDINGS, LLC
The filing calls this plan FIRST EQUITY HOLDINGS, LLC HEALTH PLAN.
FIRST EQUITY HOLDINGS, LLC of DUBLIN, OH is a 143-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is COTTINGHAM AND BUTLER INS SERVICES. Coverage is written through MEDICAL MUTUAL and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-2634752 · plan 502 · plan year 2025, filed Jul 16, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with MEDICAL MUTUAL, covers 137 people.
Reported premium across the insured contracts is $2,357,032, with $98,781 in disclosed broker commissions — about 4.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
COTTINGHAM AND BUTLER INS SERVICES is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: MEDICAL MUTUAL and METROPOLITAN LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MEDICAL MUTUAL | Health | 137 | Jan 1, 2026 | $1,957,082 | $57,435 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 329 | Jan 1, 2026 | $399,950 | $41,346 |
Premium and claims on this contract
MEDICAL MUTUAL, contract 265590000001. For the contract year on this filing, the carrier reported $1,957,082 in premium earned and $1,354,367 in claims incurred. Dividing one by the other gives 69%.
- MEDICAL MUTUAL, contract 265590000001 reported $262,427 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
Subscribers see how this compares with similar plans in Ohio. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
More employer plans in Ohio — largest plans, brokers, carriers and renewal months.